Coronation Named the Best Large Fund House

01 March 2011 - Pieter Koekemoer

Coronation Fund Managers was named Best Large Fund House at the 2011 Morningstar South Africa Fund Awards ceremony held in Cape Town. The awards recognise fund managers in South Africa who have demonstrated excellence in the past year and in their stewardship of fund shareholder capital over the long term.

Coronation received this prestigious award in recognition of consistent performance delivery across its entire fund range between 2008 and 2010. The company also received two individual fund awards for the Coronation Market Plus and Industrial funds for best performance in their respective categories. In addition, the Coronation Balanced Defensive, Financial, Resources and Smaller Companies Funds were named finalists for category awards.

Coronation head of Personal Investments, Pieter Koekemoer says: “The most pleasing aspect of the Large Fund House award is that it confirms our success in delivering on our key objective of consistently adding value to investors across different mandates and risk budgets. We believe in providing a fund range that relies on a shared investment philosophy and process. As such, we consistently implement similar investment views across our entire fund range.” He says this common Coronation DNA can be found in all funds, with only the specific portfolio constraints and risk budgets differentiating the respective fund positions.

We emphasise a focused flagship fund range with unambiguous objectives and risk budgets that are designed to meet specific investor needs,” Koekemoer says. This range consists of five domestic and four international funds, catering for the key investor needs of immediate income, a combination of income and growth or maximising long-term capital growth. According to Koekemoer all these funds have produced top quartile performance since their respective launch dates.

Koekemoer concludes that while the Coronation flagship fund range has a multi-asset bias, the company also offers a range of more specialist portfolios for investors who prefer to make their own asset allocation decisions.


If you require any further information, please contact:

Louise Pelser
T: 021 680 2216
M: 076 282 3995